IEA月報：海灣地區供應損失將部分由非歐佩克+產油國的產量所抵消。

Goldman Sachs vice chairman Kaplan, a former Dallas Fed president, said if inflation stays elevated the Fed may need to raise rates as soon as September. He said if inflation data does not cool between now and September, Fed action in September or this autumn would be prudent. Markets turned more hawkish after Fed chair Kevin Warsh signaled continued focus on fighting inflation; traders sold short-term Treasuries, lifting near-term yields. Warsh’s comments were reinforced by Fed members’ projections, with roughly half forecasting rate increases before year-end. Kaplan warned persistent inflation would imply policy remains too loose and noted Fed hikes rarely come as a single move — they typically occur in series of two or three, so a September hike would likely be followed by one or two more.

The Fed's rate-setting stance skewed hawkish, pressuring US equities. The Dow fell 0.97%, the S&P 500 dropped 1.2% and the Nasdaq slid 1.3%. SpaceX (SPCX.O) -5%, NVIDIA (NVDA.O) -1%, Western Digital (WDC.O) +4%. The Nasdaq Golden Dragon China Index fell 1.1%; Li Auto (LI.O) -3%.